Not exact matches
[T] he dramatic increase in leveraged
bond positions by both US hedge
funds and mundane money
managers set in motion self - reinforcing liquidations once uncertainty over emerging markets
including Turkey, Venezuela, Mexico, and Malaysia - all of which experienced sharp capital flow volatility - put pressure on speculative positions.
But the company we keep is good,
including Warren Buffett and most recently, Bill Gross of PIMCO (
manager of the country's largest
bond fund).
Mr. Rieder is the lead portfolio
manager of BlackRock's Multi-sector
funds including Strategic Income Opportunities
Fund (BSIIX), Total Return
Fund (MAHQX), Core
Bond Fund (BFMCX) and also the Strategic Global
Bond Fund (MAWIX).
I think the issue here is whether any amateur
fund manager (which I think is what we all are —
including those financial advisers who create their own «homegrown» portfolios using trackers and
bond funds) can seriously manage a portfolio for income or for growth and control against downside risk (in equities or
bonds) as well as a good active management group like Invesco perpetual or M&G.
Investors can also invest in
bond funds which
include a portfolio of
bonds managed by a portfolio
manager for various objectives.
In pursuing income, the
fund's
managers have the flexibility to invest across the fixed income spectrum,
including Treasuries, mortgage - backed securities, corporate
bonds and floating - rate term loans.
2) If you're considering a
bond fund, if the
fund includes long - term
bonds and if so, if the
manager has discretion to move into shorter - term
bonds;
While an index
fund is attempting to track a specific index, an actively managed
fund employs a professional
fund manager to hand - select the specific
bonds or stocks that will be
included in the
fund in an attempt to outperform an index.
Pursuing income with an all - weather
bond portfolioDiverse opportunities: The
fund invests across all sectors of the U.S.
bond market,
including mortgage - backed, corporate, and government
bonds.A flexible strategy: The portfolio
managers pursue an attractive level of income, adjusting the portfolio to favor attractive sectors as interest rates and market conditions change.Leading research: The
managers, supported by Putnam's fixed - income research division, analyze a range of
bonds to build a competitive portfolio.
The professional
manager for the
fund invests the money in different types of assets
including stocks,
bonds, commodities and even real estate.
To avoid high costs,
fund managers often must pick and choose which securities in the
bond index to
include in the ETF.
Under this discretionary service, assets of participating clients will be invested by HSBC Private Wealth Services (Canada) Inc. or its delegated portfolio
manager in securities,
including but not limited to, stocks,
bonds, pooled
funds, mutual
funds and derivatives.
Under this discretionary service, assets of participating clients will be invested by HPWS or its delegated portfolio
manager, HSBC Global Asset Management (Canada) Limited (AMCA), in securities,
including but not limited to, stocks,
bonds, mutual
funds and derivatives.
If the
fund's name
includes the term, it means the
fund's
managers or sponsors feel they can enhance returns and / or reduce the risks of their
funds by switching back and forth among stocks,
bonds and cash equivalents, often using a so - called «black box,» a computer program that makes trading decisions based on a pre-selected set of rules for interpreting financial statistics.
Seeking opportunities through mortgage - backed securitiesBroad securitized opportunities: The
fund invests in mortgage sectors,
including agency MBS and CMOs, and non-agency RMBS and CMBS, and ABS.Higher potential returns: By investing in mortgage - backed
bonds, the
fund can offer the potential for higher returns than an investment strategy focused only on agency MBS.Leading research: The
fund's portfolio
managers use proprietary models to assist in the evaluation of mortgage - backed
bonds and to manage the
fund's interest - rate risk.
The
fund's largest holdings
include the usual suspects — government
bonds, a couple of ETFs (Canadian Dollar hedged, of course), and banks that aren't Bank of Montreal, because apparently this
fund manager WANTS to get fired.
AMG
Managers DoubleLine Core Plus
Bond Fund is a total return oriented portfolio invested across multiple asset classes,
including non-core areas such as high yield, emerging markets and bank loans, to help manage interest rate exposure.
As Portfolio
Manager, Mr. Byrum was instrumental in the launch of several
funds in the Guggenheim Investments fund complex, including the NASDAQ - 100 ®, Precious Metals, Government Long Bond 1.2 x Strategy, Inverse Government Long Bond Strategy, Inverse S&P 500 Strategy and Inverse NASDAQ - 100 ® Strategy Funds, and helped to create the Sector F
funds in the Guggenheim Investments
fund complex,
including the NASDAQ - 100 ®, Precious Metals, Government Long
Bond 1.2 x Strategy, Inverse Government Long
Bond Strategy, Inverse S&P 500 Strategy and Inverse NASDAQ - 100 ® Strategy
Funds, and helped to create the Sector F
Funds, and helped to create the Sector
FundsFunds.
Celso Munoz has been named co-
manager of Fidelity Series Investment Grade
Bond Fund,
including two of its sub-portfolios, and VIP Investment Grade
Bond Portfolio, which he will manage with existing
manager Ford O'Neil, a 26 - year Fidelity veteran.